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Vanguard High Dividend Yield ETF
VYM

Overview Fund Activity

1,437 hedge funds and large institutions have $17.8B invested in Vanguard High Dividend Yield ETF in 2023 Q3 according to their latest regulatory filings, with 83 funds opening new positions, 537 increasing their positions, 570 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,437
Holders Change
-9
Holders Change %
-0.62%
% of All Funds
22.92%
Holding in Top 10
159
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-4.22%
% of All Funds
2.54%
New
83
Increased
537
Reduced
570
Closed
78
Calls
$202M
Puts
$40.2M
Net Calls
+$162M
Net Calls Change
-$7.66M

Top Buyers

1
SLI
1
Sumitomo Life Insurance
Japan
$1.97B
2
PFO
2
Pathstone Family Office
New Jersey
$155M
3
FA
3
Fiducient Advisors
Illinois
$54.8M
4
Wealth Enhancement Advisory Services
4
Wealth Enhancement Advisory Services
Minnesota
$39.4M
5
LPL Financial
5
LPL Financial
California
$532M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$1.12B
2
Ameriprise
2
Ameriprise
Minnesota
$371M
3
AP
3
Arlington Partners
Alabama
$8.47M
4
Wells Fargo
4
Wells Fargo
California
$446M
5
FPCG
5
Forum Private Client Group
Indiana
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Bessemer Group
176
Bessemer Group
New Jersey
$13.5M -$369K -3,570 -3%
MCC
177
Money Concepts Capital
Florida
$13.4M +$608K +5,884 +5%
LRWA
178
Long Run Wealth Advisors
New York
$13.4M +$446K +4,320 +3%
Northern Trust
179
Northern Trust
Illinois
$13.3M -$556K -5,386 -4%
QWM
180
Quaker Wealth Management
New Jersey
$13.3M -$1.05M -10,117 -7%
FHA
181
First Horizon Advisors
Tennessee
$13.3M -$241K -2,330 -2%
PWP
182
Principle Wealth Partners
Connecticut
$13.2M -$609K -5,892 -4%
BCM
183
Brookstone Capital Management
Illinois
$13M -$1.7M -16,668 -12%
PFP
184
Paragon Financial Partners
California
$12.8M -$2.27K -22 -0%
WAP
185
Wealthcare Advisory Partners
Pennsylvania
$12.7M +$365K +3,533 +3%
SW
186
SlateStone Wealth
Florida
$12.7M +$55K +532 +0.4%
IAG
187
Investment Advisory Group
Massachusetts
$12.7M +$321K +3,105 +3%
AR
188
Apeiron RIA
Texas
$12.4M -$597K -5,774 -5%
VA
189
Valmark Advisers
Ohio
$12.3M +$767K +7,420 +7%
GFL
190
Granite FO LLC
New Hampshire
$12.2M +$115K +1,109 +0.9%
PA
191
PFG Advisors
Arizona
$12.1M +$201K +1,944 +2%
LIA
192
LBMC Investment Advisors
Tennessee
$12M +$804K +7,940 +7%
AAMC
193
Asset Allocation & Management Company
Illinois
$12M -$12.5M -120,641 -51%
HL
194
HeadInvest LLC
Maine
$11.9M -$50.1K -491 -0.4%
NC
195
NinePointTwo Capital
California
$11.8M – – –
CCC
196
Chelsea Counsel Company
California
$11.8M – – –
PIMG
197
Patriot Investment Management Group
Tennessee
$11.7M -$384K -3,718 -3%
HW
198
Hancock Whitney
Mississippi
$11.7M +$21.1K +204 +0.2%
SFO
199
Stokes Family Office
Louisiana
$11.6M -$187K -1,810 -2%
LW
200
Linscomb Wealth
Texas
$11.5M -$372K -3,597 -3%
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